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The Oxford Capital Growth EIS allows you to acquire a portfolio of shares in small UK companies that qualify for the Enterprise Investment Scheme.

The Growth EIS aims to back ambitious entrepreneurs who are building companies in sectors where the UK leads the world. Ecommerce, financial technology, gaming, digital health and artificial intelligence are all current areas of interest.

Investments are managed by our Ventures team, who have more than 70 years of Venture Capital experience.

SUMMARY

Your subscription will be invested into unquoted companies in a series of separate transactions, usually over a period of 12-18 months.

The Oxford Capital Growth EIS is classified by the European Union as a ‘Packaged Retail and Insurance-based Investment Product’ or ‘PRIIP’. As such, we are required to produce a Key Information Document (KID), which explains certain aspects of the investment. KIDs are written in a format prescribed by the PRIIPs Regulation, to make it easier for you to compare the Oxford Capital Growth EIS with the KIDs produced for other PRIIPs.

Income Tax relief equal to 30% of the amount invested into qualifying shares.

No Capital Gains Tax to pay on exit, provided shares held for at least three years.

Capital gains from other assets can be deferred using your EIS investment, and could be eliminated if you hold the EIS on death.

100% Inheritance Tax relief, provided you own the shares for at least two years and still own them on death.

RISKS

Investing in small companies carries significant risks, and you should not invest in the Growth EIS unless you can afford to lose some or all of your investment.

Shares in unquoted companies are illiquid. This means you cannot withdraw your investment. You will only receive proceeds if the underlying companies are successfully sold. Not all companies will be sold for a profit.

Tax advantages are summarised based on current legislation, depend on your personal circumstances and are subject to change.

Investment should only be made once you have read the full Information Memorandum, particularly the sections which cover risks and charges.

I am a client of an FCA authorised firm that will provide advice on the suitability of the product in question

I meet the FCA’s definition of a certified high net worth investor

High Net Worth Investor Statement

I make this statement so that I can receive promotional communications which are exempt from the restriction on promotion of non-readily realisable securities. The exemption relates to certified high net worth investors and I declare that I qualify as such because at least one of the following applies to me:

I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).

I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:

(a) the property which is my primary residence or any money raised through a loan secured on that property;

(b) any rights of mine under a qualifying contract of insurance; or

(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled or

(d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-readily realisable securities.

I agree with the above statement

I meet the FCA’s definition of a self-certified sophisticated investor

Self-Certified Sophisticated Investor Statement

I declare that I am a self-certified sophisticated investor for the purposes of the restriction on promotion of non-readily realisable securities. I understand that this means:

(i) I can receive promotional communications made by a person who is authorised by the Financial Conduct Authority which relate to investment activity in non-readily realisable securities;

(ii) the investments to which the promotions will relate may expose me to a significant risk of losing all of the property invested.

I am a self-certified sophisticated investor because at least one of the following applies:

(a) I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;

(b) I have made more than one investment in an unlisted company in the two years prior to the date below;

(c) I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;

(d) I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me seek advice from someone who specialises in advising on non-readily realisable securities.

I agree with the above statement

I am prepared to sign the FCA’s Restricted Investor Statement

Restricted Investor Statement

I make this statement so that I can receive promotional communications relating to non-readily realisable securities as a restricted investor. I declare that I qualify as a restricted investor because:

(a) in the twelve months preceding the date below, I have not invested more than 10% of my net assets in non-readily realisable securities; and

(b) I undertake that in the twelve months following the date below, I will not invest more than 10% of my net assets in non-readily realisable securities.

Net assets for these purposes do not include:

(a) the property which is my primary residence or any money raised through a loan secured on that property;

(b) any rights of mine under a qualifying contract of insurance; or

(c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be entitled.

(d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested.

I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-readily realisable securities.

I agree with the above statement

I am requesting information on behalf of an FCA authorised firm, accountant or tax adviser and I will only communicate the information to certified sophisticated, high net worth or restricted investors

We would like to keep you updated about our news and other investment opportunities. Please tick the box to indicate that you consent to receiving occasional email marketing messages from us, from which you can unsubscribe at any time

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IMPORTANT INFORMATION FOR PRIVATE INVESTORS

Our investments place your capital at risk. We do not provide investment, tax or legal advice and we recommend you seek professional advice if you are considering investing with us. You may lose part or all of the amount you invest with us. We invest in unquoted shares in small companies. The value of these shares can be volatile, and the shares are often difficult to sell. The tax reliefs associated with our investments depend on the individual circumstances of each investor and may be subject to change. Past performance is not a reliable indicator of future results. Our forecasts and performance targets cannot accurately predict how investments will perform.